Increase your revenue and improve productivity with the Simple Invoice Quote functionality.
What is a Simple Invoice Quote?
A quote is an agreement between you and your customer to provide a service or product at an agreed-upon price and within a specific time frame. The quote shows a breakdown of the individual charges that are added together to create the total cost. You can create quotes and get paid by your customers instantly.
How to Setup – Customize the Quote Template
Step 1: Open Simple Invoice from your Shopify store’s “Apps” section.
Step 2: Click on “Templates” on the Simple Invoice dashboard.
Step 3: Select “Quote” from the Template Type dropdown menu and make the necessary changes to your template. After that click on the “Save” button from the upper right menu.
How to Setup – Customize the Quote Emails
Step 4: After making the necessary changes to the Quote Template, click on “Settings” on the left side of the screen.
Step 5: Scroll down to “Sending Options”, click on the Quote and make the changes according to your requirements.
How to Setup – Customize the Quote Payment Gateways
Step 6: After making the necessary changes to your quote emails, in Settings, scroll down to “Accept Payments” to turn on and configure the payment gateway of your choice.
You can use PayPal, Stripe, and Custom Payment at the same time or at either of them.
PayPal: If you don’t know to get your PayPal API credentials, this is how you should get API Signature and Certificate credentials for your PayPal account:
- Log in to your PayPal Sandbox account, and use your business profile data.
- Click the “Settings” icon.
- Click Account access under “Account & Security” on the left of the page.
- In the “API access” section, click “Update”.
- Click “Manage API credentials” under “NVP/SOAP API integration”.
- Select one of the following options. Request API Signature – Select for API Signature authentication. Request API Certificate – Select for API Certificate authentication.
- Click “Agree” and “Submit”.
Stripe: Users with Administrator permissions can access a Stripe account’s API keys by navigating to the Developers section of the Stripe dashboard and clicking on API Keys. You can find the detailed guide and get more information by clicking here.
Custom Payment: You can add any offline payment method such as Cash, Bank transfer, etc. to your Simple Invoice account.
How to Create a Quote
After setting up your email settings and payment gateway settings, now you can create and send quotes from the Quotes section of your Simple Invoice.
Step 1: Click on “Quotes” on the Simple Invoice dashboard.
Step 2: Click on the “Create Quote” button to create your first quote.
Step 3: You can set the main details of your quote in the “Quote Details” section.
Step 4: After setting up the Quote Details, Click on the “Addresses” section.
You can set your Customer, Billing, and Shipping details. This is an important step since your quotes will be sent to this customer. Click “Edit” to select a customer.
Step 5: You can search for a customer or you can fill in the necessary information to add a customer to your Quote.
If you wish to add an existing customer, write the customer name or surname to the Search field, click the Search button, and click on “Select Customer” to add the customer.
After you select your customer, you can also edit the customer information before adding it to the Quote.
You have the option of copying the information from the previously added details.
Step 6: After setting up the Addresses Details, Click on the “Line Items” section.
You can search for a product or you can fill in the necessary information to add a product to your Quote.
If you wish to add an existing product, write the product name to the Search field, click the Search button, and click on “Add Product”.
After you select a product, you can also edit the product information before adding it to the Quote.
Step 7: After adding the products in the Line Items section, Click on the “Pricing And Discount” section.
At this step, you can add the discount and shipping amounts. The refunded amount is not mandatory and you don’t need to use it unless you wish to intentionally create a quote with a refunded amount. After you enter the desired amounts, click on the “Save” button to save your quote.
You can also change the currency of your quote here.
How to Process a Quote
After creating your quote, you can print, download, or send it from the Quotes section of Simple Invoice or the Edit Quote section.
You can also click on the Actions button and process your quotes.
How to Track Quote Transactions
When your customers receive their quote, they will be able to click on a link and make a payment.
Step 1: You can track your transactions by clicking on the quote number.
Step 2: Click on the Actions button and Click on “Transactions”. In this way, you’ll reach the transactions for your quote.
Your customers can make partial payments for your quote and you can track all your paid transactions on this page.
For the Custom Payment, after you receive a payment from your customers, you can change the Payment Status of the Quote from the Quote Edit section.
As a plus, It is also possible to see the “Paid” and “Due” amounts on the details page of your quote.
If you wish to see the Paid and Due amounts in the Quotes, please click on the “Show Paid and Due Line” under Options in Templates.
How to Convert Orders to Quote
If you want to quickly create quotes from your existing Shopify orders, click on “Orders” from the left-side menu and select one of your orders. After that, you can easily convert your selected order into a quote by clicking on the “Convert” button and selecting “Quote”.
You’ll see the converted order in the “Quotes” section of your Simple Invoice account.